How to Lock the Report
When you're confident that the report accurately reflects the inventory status, and you're ready to reconcile and "true up" your inventory, it's time to lock the report.
To lock the report, simply click on the "Lock" button. This action permanently locks the report, preventing any further changes.
Important Considerations
- Keep in mind that once a report is locked:
- No further updates can be made to the report, even if there are sales of units at the Point of Sale (POS).
- This locking step is typically performed when the manager is prepared to reconcile and finalize the inventory status.
- If you are conducting intraday static counts (counts during the day) and need to make adjustments throughout the day, refrain from locking the report until you are ready to reconcile the final counts.
Confirm the Report should be locked
If you click “Lock” a pop-up appears to confirm that this report won’t be edited going forward.
Comments
0 comments
Please sign in to leave a comment.